+70.9%
NVT vs SWK
+37.3%
+33.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.3% |
| 7D | +5.1% | -0.4% | +5.5% | +5.2% |
| 30D | -3.7% | -5.7% | +2.0% | -1.6% |
| 3M | -10.1% | +24.1% | -34.2% | -17.6% |
| 6M | +37.5% | +24.7% | +12.7% | +23.5% |
| YTD | +53.7% | +33.9% | +19.8% | +34.4% |
| 1Y | +70.9% | +34.7% | +36.2% | +49.6% |
| All | +70.9% | +37.3% | +33.5% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling